Investment portfolio review of a million-dollar portfolio! How to invest $1,000,000 for retirement. Download the Portfolio ...

Investment portfolio review and how to live off your investments in retirement. Download the Portfolio Tracker Spreadsheet!

Why use an outdated approach when better options are available? Are you a real estate investment manager looking to simplify the tasks of tracking investors and investments, calculating distributions, ...

Equals, a San Francisco-based startup ambitiously aiming to challenge Excel's dominance with a supercharged spreadsheet, today announced that it raised $16 million in a Series A funding round led by ...

Bruce V. Roberts, CEO of Carofin, arranges direct private investments in growth companies by family offices and high net worth individuals. For over 100 years there has been debate among historians, ...

Deutsche Bank AG is making use of an XML conversion engine that allows it to send Portable Document Format (PDF) files of investment models to institutional investment clients — giving the New York ...

Excel remains a powerful, familiar tool, but financial services need a secure, governed framework around such tools.